Speaker, Sales & Marketing Strategist, and Writer
Greater Minneapolis-St. Paul Area
- Current
-
- Keynote Speaker at The Strategist and the Shrink
- Sales Expert at The Ultimate Small Cap Business
- Professional Speaker, Sales Trainer, Sales Consultant at Michael Roby Associates
- Magazine Columnist at Michael Roby Associates
- Sales & Practice Development Coaching at Michael Roby Associates
- Director at National Speakers Association - Minnesota
- Past
-
- Regional Vice Preseident at John Hancock / Manulife / Wood Logan
- Regional Vice President at John Hancock
- Registered Rep/Dir. of Financial Institution Marketing at Money Concepts
- Education
-
- Murray State University
- Paragould High School
- Recommended
-
17 people have recommended Michael - Connections
-
176
connections
- Industry
- Professional Training & Coaching
- Websites
Michael Roby’s Summary
Sales & Marketing Strategist and Professional Speaker with 30+ years of B2B and B2C sales success. Industries I serve include Broker/Dealers, banks, and insurance companies. Help salespeople substantially increase business, provide better client service, and work smarter.
Michael Roby’s Specialties:
Sales & Marketing Strategy, Sales Training, Keynote & Main Platform Speaker
Michael Roby’s Experience
-
Keynote Speaker
The Strategist and the Shrink
(Professional Training & Coaching industry)
April 2009 — Present (4 months)
The Strategist and the Shrink provide exceptional keynote presentations and conduct high-level breakouts in the professional service industries. Michael Roby, a financial services sales and marketing strategist and Dr. James Rafferty, a clinical psychologist team up to point you in the right direction to grow your professional services practice in challenging economic times. Your firm will learn strategies and tactics that deliver immediate business growth and improved levels of service while maintaining your professional ethics and personal sanity.
-
Sales Expert
The Ultimate Small Cap Business
(Privately Held; Financial Services industry)
April 2008 — Present (1 year 4 months)
Must-Have Book For Financial Advisors And Branch Managers Reveals Everything You Need To Know About Running
A Financial Advisor Practice.
In today’s complex financial world, everyone needs a financial advisor, and that means opportunity for those in the profession! In addition, existing advisors want to maximize their business.
Where can you find a field manual resource to guide you as you build and grow every area of your practice?
The Ultimate Small Cap Business: Building a Financial Advisory Practice provides strategies and tactics to help advisors in the retail financial products business to grow their business. This book provides insights on starting and growing a business for the person considering the profession, the novice practitioner, as well as experienced advisors. -
Professional Speaker, Sales Trainer, Sales Consultant
Michael Roby Associates
(Professional Training & Coaching industry)
August 2006 — Present (3 years)
Speaker and sales training for national and regional meeting. Presentation concepts provide inspirational ideas and actionable ideas that change outcomes for individuals and organizations.
A partial list of clients and audiences includes:
* Ameriprise Financial
* Anchor Wealth Management / Anchor Bank (MN)
* Association of Independent Information Professionals
* Bank of America
* Baune Dosen LLC
* BB&T Investments
* Bennett, Mastin, & Kosmak Inc.
* Bremer Bank
* Carey, Thomas, Hoover, & Breault
* Citibank
* HighMark Funds
* Invest Financial Corporation
* Investment Centers of America
* John Hancock Financial Services
* Key Bank
* Markle Financial Group
* Merrill Lynch
* Money Concepts International
* Morgan Stanley
* National Association of Variable Annuities
* North Dakota Student Leadership Foundation
* Northwestern Minnesota Manufacturers Association
* Piper Jaffray
* Smith Barney
* Stifel Nicolaus
* SWBC Investments
* Tax Sheltered Compensation
* Thrivent Financial For Lutherans
* Union Bank (CA)
* Uptown Association (MN)
* USAllianz Securities
* Wall Street Financial Group
* Wells Fargo
* Western National Insurance
* Woodbury Financial Services, Inc.
* WSB & Associates -
Magazine Columnist
Michael Roby Associates
(Privately Held; Financial Services industry)
August 2006 — Present (3 years)
Writes sales and marketing columns, as well as other financial services topics. Regular columnist for "Bank Advisor Magazine" (Summitt) and Advisor Today (NAIFA)
-
Sales & Practice Development Coaching
Michael Roby Associates
(Professional Training & Coaching industry)
August 2006 — Present (3 years)
Working with clients that want to:
* Double sales in 24 - 48 months
* Provide improved levels of client service
* Work smarter, not harder
I choose to work with a maximum of 40 coaching clients. -
Director
National Speakers Association - Minnesota
(Professional Training & Coaching industry)
July 2005 — Present (4 years 1 month)
* President 2008-2009
* Two time winner of the "Member of the Year" Award -
Regional Vice Preseident
John Hancock / Manulife / Wood Logan
(Professional Training & Coaching industry)
1997 — 2006 (9 years)
-
Regional Vice President
John Hancock
(Public Company; MFC; Financial Services industry)
January 1997 — July 2006 (9 years 7 months)
Responsible for sales of investment products through financial intermediaries over a six state area.
-
Registered Rep/Dir. of Financial Institution Marketing
Money Concepts
(Privately Held; Financial Services industry)
1987 — 1997 (10 years)
Michael Roby’s Education
-
Murray State University
1972 — 1975
-
Paragould High School
Diploma , 1972 — 1972
Additional Information
Michael Roby’s Websites:
Michael Roby’s Interests:
*Business Strategist, National Known Speaker, Speaks on Sales-Marketing-Financial Services, Thirty-Plus Years in the Financial Services Industry
Michael Roby’s Honors:
Member of the Year 2005 National Speakers Association-Minnesota,Member of the Year 2009 National Speakers Association-Minnesota
Michael Roby’s Contact Settings
Interested In:
- consulting offers
- expertise requests
- reference requests
- getting back in touch
